How to automate patient recall messages for checkups and cleanings
Blog post from CodeWords
Automated dental recall uses practice management system data to send timely, individualized reminders for checkups, hygiene visits, periodontal maintenance, imaging, and other clinician-defined appointments, reducing the delays and workload associated with manual batch outreach. A typical sequence sends messages before and at the due date, with optional longer-term follow-up for overdue patients, while tailoring language and timing to appointment type. The approach described relies heavily on WhatsApp, where direct booking links or conversational booking can improve response rates compared with postal letters or email, and an AI assistant can manage routine bookings, defer reminders when patients are not ready, and remove patients who have changed practices. Clinical questions and treatment concerns are escalated to staff, while bidirectional integrations with Dentally, Practice Web, and Carestream allow the system to read recall dates and update appointment diaries. Practices are encouraged to monitor response rates, booking rates by appointment type, lapsed-patient rates, and time to book, beginning with six-month checkup recalls before expanding to other workflows.
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